Knight-Swift Transportation Holdings Inc. vs TFI INTERNATIONAL INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
TFI International's diversified freight book is holding up far better than Knight-Swift's truckload fleet this cycle. TFI earns an 11.6% return on equity and a 3.94% net margin; Knight-Swift, deep in the rate trough, manages 0.48% and 0.45%. TFI trades at 38.64 times earnings, while Knight-Swift's profits are too thin to carry a multiple. The offset is cash: Knight-Swift's free cash yield of 10.4% nearly doubles TFI's 5.87%, and it pays a 0.94% dividend. TFI trades at the higher book multiple, 4.48 times against 1.77, and carries no net debt-to-equity where Knight-Swift sits at 0.25. The two are nearly matched in size, $12.0B and $12.5B.
Comparison updated 2026-07-11.
| Metric | KNX | TFII |
|---|---|---|
| Price | $75.18 | $147.41 |
| Market cap | $12.3B | $12.2B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.4% | — |
| P/E | — | 39.4 |
| P/B | 1.74 | 4.57 |
| P/S | 1.64 | 1.55 |
| EV/EBITDA | 14.3 | 10.2 |
| Revenue growth | +1.1% | +3.2% |
| Operating margin | 1.5% | 7.2% |
| Net margin | 0.5% | 3.9% |
| Return on equity | 0.5% | 11.6% |
| Return on assets | 0.3% | 4.1% |
| Return on invested capital | 1.6% | 16.2% |
| FCF yield | 10.6% | 5.8% |
| Dividend yield | 1.0% | — |
| Debt / equity | 0.25 | 0.00 |
| Current ratio | 0.70 | 1.03 |
| Altman Z (solvency) | 2.40 | 3.16 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.